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SeaCrest Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

SeaCrest Wealth Management’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,972
Closed -$276K – 658
2026
Q1 		$276K Sell
2,972
-728
-20% -$69.1K 0.03% 497
2025
Q4 		$348K Sell
3,700
-8
-0.2% -$754 0.04% 425
2025
Q3 		$354K Sell
3,708
-698
-16% -$65.4K 0.04% 418
2025
Q2 		$414K Buy
4,406
+86
+2% +$7.91K 0.04% 370
2025
Q1 		$405K Sell
4,320
-52
-1% -$4.79K 0.05% 391
2024
Q4 		$388K Buy
4,372
+20
+0.5% +$1.83K 0.04% 418
2024
Q3 		$397K Sell
4,352
-93
-2% -$8.2K 0.04% 405
2024
Q2 		$373K Buy
4,445
+1,266
+40% +$104K 0.04% 397
2024
Q1 		$266K Buy
+3,179
New +$257K 0.03% 484
2023
Q2 		– Sell
-2,903
Closed -$211K – 662
2023
Q1 		$211K Hold
2,903
– – 0.03% 570
2022
Q4 		$209K Buy
+2,903
New +$207K 0.03% 547
2022
Q3 		– Sell
-2,903
Closed -$204K – 1474
2022
Q2 		$204K Sell
2,903
-560
-16% -$41K 0.03% 599
2022
Q1 		$269K Sell
3,463
-510
-13% -$38.6K 0.03% 552
2021
Q4 		$321K Sell
3,973
-2,941
-43% -$228K 0.04% 493
2021
Q3 		$508K Hold
6,914
– – 0.06% 336
2021
Q2 		$509K Sell
6,914
-256
-4% -$18.5K 0.06% 335
2021
Q1 		$496K Sell
7,170
-737
-9% -$49.8K 0.07% 314
2020
Q4 		$537K Hold
7,907
– – 0.08% 277
2020
Q3 		$504K Hold
7,907
– – 0.08% 249
2020
Q2 		$479K Hold
7,907
– – 0.08% 253
2020
Q1 		$427K Buy
7,907
+4,845
+158% +$307K 0.09% 238
2019
Q4 		$201K Buy
+3,062
New +$197K 0.03% 508
2019
Q2 		– Sell
-1,604
Closed -$94K – 1768
2019
Q1 		$94K Buy
1,604
+708
+79% +$39.7K 0.02% 712
2018
Q4 		$47K Buy
896
+704
+367% +$38.7K 0.01% 922
2018
Q3 		$11K Hold
192
– – ﹤0.01% 1622
2018
Q2 		$10K Hold
192
– – ﹤0.01% 1620
2018
Q1 		$10K Hold
192
– – ﹤0.01% 1595
2017
Q4 		$10K Buy
+192
New +$9.96K ﹤0.01% 1608

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SeaCrest Wealth Management's USMV Position: Q2 2026 in Review

SeaCrest Wealth Management sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q2 2026, closing a stake of 2,972 shares — an estimated $276K sold.

SeaCrest Wealth Management first reported a position in USMV in Q4 2017 and held it in 28 quarters. The position peaked at $537K in Q4 2020. 1,372 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • SeaCrest Wealth Management reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q2 2026 after selling out during the quarter.
  • SeaCrest Wealth Management sold 2,972 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $276K.
  • SeaCrest Wealth Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2017 and held it in 28 quarters.
  • SeaCrest Wealth Management's iShares MSCI USA Min Vol Factor ETF position peaked at $537K in Q4 2020.
  • 1,372 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.